Omnia Family Wealth’s PTC PTC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-31
| Closed | -$3K | – | 414 |
|
|
2019
Q1 | $3K | Hold |
31
| – | – | ﹤0.01% | 409 |
|
|
2018
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 357 |
|
|
2018
Q3 | $3K | Hold |
31
| – | – | ﹤0.01% | 387 |
|
|
2018
Q2 | $3K | Hold |
31
| – | – | ﹤0.01% | 368 |
|
|
2018
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 467 |
|
|
2017
Q4 | $2K | Hold |
31
| – | – | ﹤0.01% | 481 |
|
|
2017
Q3 | $2K | Sell |
31
-58
| -65% | -$3.74K | ﹤0.01% | 494 |
|
|
2017
Q2 | $5K | Hold |
89
| – | – | ﹤0.01% | 411 |
|
|
2017
Q1 | $5K | Hold |
89
| – | – | ﹤0.01% | 398 |
|
|
2016
Q4 | $4K | Buy |
+89
| New | +$4K | ﹤0.01% | 461 |
|